First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
39 hedge funds and large institutions have $66.5M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 38 → 39 (+1)
2.68% less ownership
Funds ownership: 77.1% → 74.42% (-2.7%)
23% less capital invested
Capital invested by funds: $86.2M → $66.5M (-$19.7M)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$1.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$788K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$223K |
| 4 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$137K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.25M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.08M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$976K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$965K |
DVOL Hedge Fund Activity: Q2 2022 in Review
39 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q2 2022, worth a combined $66.5M — down 23% from $86.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DVOL positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Private Advisory Group, adding an estimated $1.34M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $6.25M.
- 39 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q2 2022, up from 38 in Q1 2022.
- Funds reported $66.5M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q2 2022, down 23% quarter-over-quarter.
- 5 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q2 2022 was Private Advisory Group, an estimated $1.34M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q2 2022 was Carson Wealth (CWM LLC), an estimated $6.25M sold.
Based on aggregated 13F filings for Q2 2022.